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Exponent

356 hedge funds and large institutions have $4.28B invested in Exponent in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $187K

0.68% more ownership

Funds ownership: 89.95%90.63% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 361356 (-5)

6% less capital invested

Capital invested by funds: $4.56B → $4.28B (-$278M)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 145

Holders
356
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
121
Reduced
145
Closed
40
Calls
$1.52M
Puts
$187K
Net Calls
+$1.33M
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$561M -$6.98M -74,205 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$467M +$886K +9,424 +0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$399M +$9.11M +96,869 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$247M -$17.6M -186,733 -7%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$225M +$619K +6,584 +0.3%
State Street
6
State Street
Massachusetts
$158M +$839K +8,922 +0.5%
GCM
7
Geneva Capital Management
Wisconsin
$132M -$67.2K -714 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$110M +$5.42M +57,592 +5%
Fundsmith LLP
9
Fundsmith LLP
United Kingdom
$103M +$103M +1,100,101 New
RP
10
Riverbridge Partners
Minnesota
$99.2M +$3.2M +33,992 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$97.8M +$2.14M +22,750 +2%
Northern Trust
12
Northern Trust
Illinois
$85.8M +$11.8M +125,602 +16%
Morgan Stanley
13
Morgan Stanley
New York
$79.4M -$11.4M -120,891 -12%
Wells Fargo
14
Wells Fargo
California
$71.7M +$1.56M +16,631 +2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$58.2M -$918K -9,760 -2%
Ameriprise
16
Ameriprise
Minnesota
$58.1M +$5.36M +57,029 +10%
GKIM
17
GW&K Investment Management
Massachusetts
$57.3M -$1.65M -17,564 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$53.1M -$677K -7,201 -1%
Norges Bank
19
Norges Bank
Norway
$47.9M +$2.2M +23,395 +5%
RJA
20
Raymond James & Associates
Florida
$44.3M +$507K +5,387 +1%
Charles Schwab
21
Charles Schwab
California
$42.1M +$201K +2,132 +0.5%
TCM
22
TimesSquare Capital Management
New York
$37.3M +$5.19M +55,135 +16%
Millennium Management
23
Millennium Management
New York
$34.8M -$19.8M -211,017 -36%
EAM
24
EULAV Asset Management
Florida
$34.6M
Goldman Sachs
25
Goldman Sachs
New York
$32.1M -$3.22M -34,205 -9%

EXPO Hedge Fund Activity: Q2 2023 in Review

356 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2023, worth a combined $4.28B — down 6.1% from $4.56B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of EXPO and 35 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 121 added.

The largest buyer was Fundsmith LLP, opening a new position worth an estimated $103M. The largest seller was Citadel Advisors, cutting an estimated $21.7M.

  • 356 institutional investors held Exponent (EXPO) as of Q2 2023, down from 361 in Q1 2023.
  • Funds reported $4.28B of Exponent stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2023 and 40 closed out, a net change of -5 holders.
  • The largest Exponent buyer in Q2 2023 was Fundsmith LLP, an estimated $103M added.
  • The largest Exponent seller in Q2 2023 was Citadel Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2023.